+174.7%
LBRX vs VOO
+19.6%
+155.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.5% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | +5.6% | +0.2% | +5.4% | +5.4% |
| 3M | +70.0% | +2.8% | +67.2% | +67.3% |
| 6M | +98.7% | +14.3% | +84.5% | +79.1% |
| YTD | +113.5% | +14.0% | +99.5% | +91.4% |
| All | +174.7% | +19.6% | +155.1% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling